Most dealerships overspend by approximately 25% or more when it comes to their marketing and advertising because their team is ineffective with using the leads and tools that they already have, such as their CRM.
The power of the CRM is all-too-commonly unrealized because the platform has not been leveraged effectively due to poor setup and training. 90% of dealership CRMs are set up poorly, missing necessary action plans/processes, content, and/or proper technology integrations.
On average, dealerships utilize only 30% of their CRM’s capabilities. Most dealership staff have never been trained properly on CRM. The training that is provided is usually nowhere near adequate. Many businesses rely on and overvalue the training from the CRM company itself, when the platform provider does not specialize nor focus on strategy, psychology, content, action plans, or processes that are vital for a dealership to leverage the tools in their store effectively.
This CRM deep dive (a two-part, in-depth presentation) will help you to eliminate overspending in areas such as advertising/marketing by properly leveraging your CRM. You will get a detailed roadmap outlining the exact steps to set up your CRM, as well as strategies and best practices to ensure your newly-setup CRM will be an immediate success. The session will go LIVE to explore (in real-time) actual dealer CRMs and conduct a 'CRM Surgery' to dissect and analyze various elements in the back-end setup of their dashboard.
You'll leave this session with a true understanding of how vitally important your CRM is and why. If you're not the decision maker, you will be able to clearly articulate this information to your dealer principal/upper management to gain their support in getting your CRM set up correctly and creating a 'CRM Culture' within the dealership.
Primary Learning Objectives:
- Learn how to properly set up your CRM regardless of the platform you use.
- Learn how to strengthen your team by providing training, professional development, personal development, and team building so they can be successful in using new tools and processes.
- Learn how to audit the CRM for HR accountability.
- Develop an action plan to take back to your organization and a checklist of steps to follow to implement your new strategy and processes successfully.